Manage every USD stock position except an explicit unmanaged list

rebalance treated only today's S&P 500 members as the strategy's, so a held
name that left the index (or was renamed on Wikipedia) was never sold and
its value shrank the investable amount, unlike quant-trading's engine, which
sells non-members at the next rebalance. Now every USD stock/ETF position
is managed except execution.unmanaged (AAOI); a holding without bars is
priced from the account for its exit. On the paper account the managed set
is unchanged (the 10 current members).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

config.toml

@@ -28,3 +28,7 @@ cash_buffer = 0.02      # fraction of NAV kept in cash
 resize_band = 0.10      # leave a held name alone while within 10% of its target value
 min_trade_value = 50.0  # skip trades below max(min_trade_value, min_trade_fraction * NAV);
 min_trade_fraction = 0.001  # full exits always trade
+# IBKR symbols rebalance never trades; their value is set aside before sizing. Every
+# other USD stock/ETF position is the strategy's and is sold once it is not selected,
+# including a name that has left the index.
+unmanaged = ["AAOI"]